linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Joseph Settecerri

Arbor Trust Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Joseph Settecerri

Andrew Joseph Settecerri is a financial advisor with Arbor Trust Wealth Advisors, LLC, in Ann Arbor, Michigan. Andrew has been a registered investment advisor since 2021. Andrew has experience in providing financial planning, portfolio management and pension consulting. Before joining Arbor Trust Wealth Advisors, LLC, Andrew worked at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Andrew holds the Series 66, Series 7TO and SIE exams. Andrew also holds the Certified Financial Planner designation.

Firm Information

Andrew Settecerri is currently registered with Arbor Trust Wealth Advisors, LLC. Arbor Trust Wealth Advisors, LLC is a registered investment advisor with offices in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other clients. Arbor Trust has approximately $527 million in regulatory assets under management.
Arbor Trust Wealth Advisors, LLC

825 VICTORS WAY

ANN ARBOR, MI 48108

$527.64M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Settecerri’s Registration & Firm History

MI

12/01/2021 - Present

Arbor Trust Wealth Advisors, LLC (ANN ARBOR MI)

MI

08/03/2020 - 11/03/2021

FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)

MI

04/01/2019 - 05/22/2020

PURSHE KAPLAN STERLING INVESTMENTS (Bloomfield Hills MI)

Not sure if Andrew Joseph Settecerri is right for you?

Licenses & Designations

BOTH

Issued 06/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Joseph Settecerri.
Not sure if Andrew Joseph Settecerri is right for you?